Customer Onboarding Specialist

Position Overview

Accelo is a SaaS platform that streamlines and automates service operations in small to medium-sized businesses, often doubling profitability and reducing the chaos experienced by professionals. Forecast PSA, an Accelo owned company, unifies project management, resource planning, and financials in one platform powered by AI, offering real-time visibility, margin control, and scalable operations.

We are looking for a tech-savvy and hardworking individual to join our Professional Services team as a Customer Onboarding Specialist. In this role, you will support new client onboarding by assisting Professional Services Managers with implementations before gradually taking ownership of your own projects. You will become a product expert, focusing on configuration and functionality to ensure a seamless customer experience.

Salary: $57,500 - $65,000 plus performance-based bonus, based on experience and relevant industry background.
Location: Denver area.
Schedule: Hybrid (in-office Mon-Thurs with 1 day work from home).

Key Responsibilities

• Assist Professional Services Managers in client implementations before gradually taking ownership of projects.
• Configure client accounts based on business needs, best practices, and existing workflows.
• Conduct engaging and educational training sessions to guide customers through the platform.
• Understand key integrations, working with respective partners to support customers effectively.
• Work on assignments with a sense of urgency, emphasizing time to value and adoption focus with customers.
• Drive product adoption by effectively communicating the value and functionality of the platform to clients.
• Support clients in setting up and integrating third-party applications such as email, accounting platforms, and remote monitoring tools.
• Provide timely and effective support via email, phone, and virtual meetings to ensure a smooth onboarding experience.
• Work within budgeted scope and time on assigned projects, managing multiple engagements simultaneously.
• Identify areas for process improvement and contribute to new tools and resources that enhance client success.
• Stay up to date with platform features and functionalities to serve as a trusted expert.
• Collaborate with the Customer Success Team to ensure a smooth transition post-implementation.
• Drive data migration for customer data into the platform for seamless go live.

Required Qualifications

• 1+ years of experience in Professional Services, Implementation/Onboarding, or Consulting within a SaaS environment.
• Strong technical aptitude with the ability to translate business needs into software solutions.
• Excellent communication and presentation skills for clients with varying technical expertise.
• Ability to manage multiple projects simultaneously while maintaining attention to detail and a sense of urgency.
• Experience in a fast-paced, collaborative, client-facing role.

Preferred Qualifications

• Familiarity with PSA tools, CRM platforms, or similar SaaS solutions.
• Experience implementing or supporting a SaaS product.
• Familiarity with APIs and third-party integrations.

Benefits & Perks

• Performance Based Bonus Plan
• Medical, Dental, and Vision Coverage
• 401K Matching & Immediate Eligibility
• Unlimited Time Off With Accelo's Flexible Time Off (FTO) Plan
• 10 Company Paid Holidays
• Commuter Benefits including unlimited rides using an RTD ECO Pass and monthly parking stipend
• Access to an Employee Assistance Program for coaching and wellness check-ins
• Fully stocked kitchen with snacks and drinks